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詹禮菡
CSA金服人員
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詹禮菡

CSA金服人員
目前就職於玉山銀行、擔任CSA金融服務人員的職位,作為櫃檯人員,我對金融產品、投資工具和銀行業務有一定的了解,包括存款、貸款、信用卡、基金和保險等金融產品的知識,以及相關的法規和合規要求。 工作期間曾獲得多次轉介王獎勵及成功攔阻詐騙金額300萬元。
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玉山商業銀行股份有限公司
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正修科技大學(Cheng Shiu University)
前鎮區, 高雄市, 台灣
타이완

Featured Resume

Last updated on 6월 25일 2024

Professional Background

  • Current Status
    Employed
  • Profession
    Customer Service Representative
    Administrative Assistant
    Market Finance
  • Fields
    Banking
  • Work Experience
    1-2 years (1-2 years relevant)
  • Management
    None
  • Skills
    Word
    Excel
    PowerPoint
  • Languages
    English
    Beginner
    Japanese
    Beginner
    Chinese
    Native or Bilingual
  • Highest Level of Education
    Bachelor

Job Search Preferences

  • Current Status
  • Desired Job Type
    Full-time
    Interested in working remotely
  • Desired Positions
    一般正職人員
  • Desired Work Locations
    Kaohsiung City, Taiwan
  • Freelance
    Part-time freelancer

Work Experience

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金服人員

6월 2023 - Present
Xiaogang District, Kaohsiung City, Taiwan
工作內容:臨櫃顧客金融交易服務(現金收付、票據收受及國內外匯兌等)與金融產品專業諮詢、行銷及轉介。 工作期間:曾獲得多次轉介王獎勵、成功攔阻詐騙300萬金額
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實習生

2월 2023 - 6월 2023
5 mos
Zuoying District, Kaohsiung City, Taiwan
工作內容:臨櫃顧客金融交易服務(現金收付、票據收受及國內外匯兌等)與專業諮詢。
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實習生

1월 2023 - 2월 2023
2 mos
Sanmin District, Kaohsiung City, Taiwan
工作內容:學習壽險知識並了解相關產品。
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實習生

6월 2022 - 8월 2022
3 mos
Xinxing District, Kaohsiung City, Taiwan
工作內容:協助處理防疫險理賠作業(登打資料、審核理賠資格與結算金額等)。 實習期間:每日平均處理將近300份案件、主管多次稱讚學習態度、工作效率佳。
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實習生

5월 2021 - 5월 2021
1 mo
Xinxing District, Kaohsiung City, Taiwan
工作內容:協助納稅人試算、結算、申報稅務。 實習期間:每日平均服務人數150位,多次被主管及顧客稱讚講解清晰、服務態度佳。

Education

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Bachelor’s Degree
金融管理
2019 - 2023
3.7/4 GPA
Activities and societies
系學會、街舞社
Description
在大學期間參與系學會,負責財務長職位,曾擔任系上總召,帶領10-20幾位工作人員齊心協力、圓滿完成活動,也同時為跨科合作及接洽的活動財務長。 除此之外也擔任副班代及總務多年,熱愛服務精神,為班級和系上奉獻心力,這些相關經驗也使我對金錢及數字更加靈敏。

Licenses & Certifications

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人身保險業務員

中華民國人壽保險商業同業公會(壽險公會)
Credential ID: A372973878
Issued 5월 2023
No Expiration Date
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衍生性金融商品銷售人員

財團法人台灣金融研訓院(Taiwan Academy of Banking and Finance)
Credential ID: 25122006315C0011
Issued 7월 2022
No Expiration Date
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證券商業務人員

中華民國證券商業同業公會(證券商公會)
Credential ID: 2250936003
Issued 4월 2022
No Expiration Date
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財產保險業務員

中華民國產物保險商業同業公會(產險公會)
Credential ID: 11101CD0244
Issued 1월 2022
No Expiration Date
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信託業業務人員

中華民國信託業商業同業公會(Trust Association of Republic of China)
Credential ID: Y150210570080
Issued 3월 2021
No Expiration Date
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雲端技術與網路服務

財團法人中華民國電腦技能基金會
Credential ID: 132201200016350
Issued 12월 2020
No Expiration Date
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金融科技力

財團法人台灣金融研訓院(Taiwan Academy of Banking and Finance)
Credential ID: FT50013001
Issued 12월 2020
No Expiration Date
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企業內部控制

(SFI)Securities & Futures Institute 財團法人中華民國證券暨期貨市場發展基金會
Credential ID: 5150278006
Issued 11월 2020
No Expiration Date
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金融市場常識與職業道德

財團法人台灣金融研訓院(Taiwan Academy of Banking and Finance)
Credential ID: 9201909152
Expiration Date: 12월 2024